fbpx

Transparent Fees With Flexibility to Fit Your Specific Needs

Plan Creation

Financial Planning

$2,500- 10,000

One-time fee for plan creation, review and guided implementation strategy. After the first 12-months following your plan’s creation we offer a monthly planning fee arrangement ($200/mo).

Project Planning

Hourly Rates

$250-500/hr

For project plans specific to a target area without a full financial plan. Examples Include: – Social Security MaximizationInvestment EvaluationInsurance ReviewRisk Evaluation & Allocation Review

Investments

Wealth Management

0.5% – 1.25%/yr

For our clients who desire delegating investment responsibility. We will design, implement, and manage the investment strategy, including investment research, analysis, and selection. *See fee schedule for additional details

NEED TO KNOW MORE? SCHEDULE A CALL NOW!

We understand every situation is different & your choice of not only who to work with but how to work with them is difficult. Schedule a complimentary call to get to know us while getting your questions answered!